See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,185 | $81,460+338.5% | $103,333+245.7% | $80,856+341.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.61% | 25.55%-14.9pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $14,015 | $3,105+351.3% | $3,868+262.3% | $2,755+408.7% |
| Participant deferral / active EE | $11,519 | $3,869+197.7% | $5,057+127.8% | $4,296+168.1% |
| Admin fee / account holder | $13,572 | $6,566+106.7% | $8,355+62.4% | $6,918+96.2% |